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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,409 | $48,327+155.4% | $67,575+82.6% | $80,935+52.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.06% | 18.31%-1.2pp | 3528.98%-3511.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $3,110 | $2,022+53.8% | $2,736+13.7% | $2,757+12.8% |
| Participant deferral / active EE | $4,447 | $2,927+51.9% | $4,003+11.1% | $4,299+3.4% |
| Admin fee / account holder | $1,618 | $3,692-56.2% | $3,993-59.5% | $6,924-76.6% |